Zone Investment Management, LLC
Zone Investment Management, LLC (CRD# 314086) is a financial advisory firm headquartered in , . They manage $15,232,622 in 62 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Zone Investment Management, LLC
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$245,687
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, NC, TX
Financial Advisors at Zone Investment Management, LLC
1
Michael Zotto (CRD# 3037747) is an Investment Advisor Representative working at Zone Investment Management, LLC in Tampa, FL and has over 26 years of experience in the finance industry.
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